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Finance & Markets

Cummins expects ~10% 2026 revenue growth and ~18.2% EBITDA margin while lowering pickup engine shipments to 118k-122k

We haven't written up this one. Seeking Alpha News has the full story — the link below goes straight to it.

Also reported by 1 other outlet

Read the original at seekingalpha.com →

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Revenue Recovery Is an Outcome. Judge the Software on the Work.

"Revenue recovery" is the phrase vendors put on the slide, because it names the thing buyers want: money that was slipping away, back in the account.

  • Revenue recovery measures lost payment recovery, not just the outcome.
  • Break down vendor's recovery numbers into specific categories for accurate assessment.
  • Evaluate software's marginal improvements, not as a replacement for existing platform.

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